See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,762 | $138,065-55.3% | $123,544-50.0% | $135,375-54.4% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -4.26% | 153.68%-157.9pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,030 | $5,151-80.0% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $3,148 | $6,799-53.7% | $6,426-51.0% | $5,609-43.9% |
| Admin fee / account holder | $135 | $10,916-98.8% | $9,284-98.5% | $10,827-98.7% |